KR KRKNF Kraken Robotics Inc Loading... : Bullish and Bearish Analyst Opinions

Buy KRKNF because the market ignores strong order cadence ($327M YTD vs $165-175M guidance) while the stock is down 50% from highs; orders keep stacking.

Buy KRKNF as $327M in YTD orders vs $165-175M revenue guidance signals massive revenue upside; order cadence accelerating while stock remains depressed post-highs.

Kraken Robotics announced $35 million in new orders and business update; author responds with excitement but states no explicit position or reasoning.

Buy Kraken Robotics on large orders and direct benefit from Strait of Hormuz conflict, with stock cheap after ATH decline.

Buy Kraken Robotics on $35M new order announcement (~11% of full-year 2026 revenue guidance), with SeaPower batteries winning competitive displacement and major KATFISH contract awards expected to begin H2 2026, creating a catalyst-rich second half.

Kraken Robotics announces $35M in new orders; speaker calls it 'huge' but does not state personal position.

The CEO and executives buying shares above the current price is noted as a bullish signal, but the author does not state a personal position.

Author notes insider buying at KRKNF but does not state a personal position or forward call, only observing the pattern.

The author questions insider buying at PNG.V and KRKNF, suggesting a potential upcoming catalyst but stops short of a personal position or explicit call.

Buy beaten-down growth names IREN, HIMS, ONDS, ASTS, KRKNF, and OUST on a mean-reversion thesis; speaker expects a sharp V-shaped bounce after recent month-long selloff, though no specific catalyst or fundamental trigger is cited.

Dropped $100K into the market here into a fresh "I bought the dip" account. Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see no reason to concentrate this capital when there's this many deals across themes. Indexes are holding up well, the AI buildout is accelerating, earnings are coming up, and economic data is relatively strong. This looks like a generational retail shakeout, where leverage is just getting unwound, and sentiment is drivi

CEO Greg Reid buying shares on open market and CFO Duane Mackey adding more; author endorses insider buying as a positive signal for GetKraken.

Author discloses an ongoing long position in KRKNF, explicitly stating they are holding and will notify followers before exiting; no new catalyst provided beyond continued thesis conviction.

Speaker presents bullish thematic case for Kraken Robotics — CENTCOM UUV deployment in Strait of Hormuz and first U.S. combat use of sea drones cited as catalysts; no explicit personal position disclosed.

Buy KRKNF as Anduril's CAMP autonomous submarine demo deadline (4 months from mid-March award) is imminent; a successful DIU demo bypasses normal procurement and opens direct production contracts, with Kraken's batteries and sonar embedded in every hull — stock is down ~50% from highs on no fundamental change.

Author includes KRKNF as a high-risk, high-reward long-term pick, no catalyst stated.

Buy KRKNF as Anduril's CAMP program 4-month demo deadline (from mid-March award) is imminent; a successful Navy autonomous submarine demonstration triggers DIU's direct-to-production pathway, and Kraken's batteries/sonar are embedded in every Anduril hull — stock is down ~50% from highs with no fundamental deterioration.

Lists stocks perceived as unfairly disliked by retail due solely to price action; no explicit position or catalyst disclosed.

Author flags KRKNF as noteworthy; quoted context details Kraken Robotics' C$615M Covelya/Sonardyne acquisition and peer M&A comps suggesting significant undervaluation relative to recent defense sector deal multiples.

Buy KRKNF as a leveraged play on Anduril's imminent CAMP autonomous submarine demonstration; Kraken supplies pressure-tolerant batteries and sonar embedded in each hull, and a successful DIU demo converts directly to production contracts — bypassing years of procurement — while the stock is down ~50% from highs on no fundamental change.

Author explicitly endorses bullish thesis on KRKNF: Canada announced $250-500M in undersea equipment spending, with KRKNF positioned as the global leader in the technology and recent significant insider purchases ahead of the announcement.

Insider buying at KRKNF and PNG.V signals management confidence after a weak share price period, but no explicit author position or forward catalyst is stated.

The author endorses a parent list of defense stocks as great picks but does not state their own position, so these are watch.

Buy $KRKNF: post-acquisition guidance more than doubled, booked orders total ~C$292M, cost synergies and double-digit EPS accretion targeted for 2027, plus upcoming TSX uplisting catalyst; stock below institutional entry price.

Author holds a long position in KRKNF and views the acquisition of Covelya Group as a positive catalyst for the company.

Reports completion of Kraken Robotics' acquisition of Covelya Group, a fundamental corporate event.

Author shares current defense allocation holdings without explicit forward directional calls, merely listing positions as factual context.

Buy KRKNF given asymmetric risk/reward in defense drones with incoming orders and discounted stock price relative to massive budget catalysts.

M&A acquisition closing as planned; speaker notes event without directional commitment.

Buy KRKNF as a screened drone/counter-drone pick ~60% below ATH; author cites $74.2B DoD drone budget request for 2027 and JPMorgan's $10B national security investment push as catalysts.